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ANWPX vs JOGIX
ANWPX vs JOGIX Comparison
Open Charts ANWPX vs JOGIX
American Funds New Perspective A
Price$64.97
Change-$0.80 (-1.22%)
VolumeN/A
Net Assets147.51B
JOHCM Global Select Institutional
Price$11.77
Change-$0.31 (-2.57%)
VolumeN/A
Net Assets28.9M
ANWPX vs JOGIX Comparison Chart
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ANWPX vs. JOGIX commentary
Feb 23, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ANWPX is a StrongBuy and JOGIX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 148B vs. JOGIX (28.9M). JOGIX pays higher dividends than ANWPX: JOGIX (1.55) vs ANWPX (0.83). ANWPX was incepted earlier than JOGIX: ANWPX (52 years) vs JOGIX (12 years). JOGIX is a more actively managed with annual turnover of: 42.65 vs. ANWPX (17.00). ANWPX has a lower initial minimum investment than JOGIX: ANWPX (250) vs JOGIX (100000). ANWPX annual gain was more profitable for investors over the last year : 10.46 vs. JOGIX (-11.57). ANWPX return over 5 years is better than : 34.30 vs. JOGIX (-21.24).
| ANWPX | JOGIX | ANWPX / JOGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 52 years | 12 years | - |
| Gain YTD | 4.605 | 2.259 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 28.9M | 512,111% |
| Annual Yield % from dividends | 0.83 | 1.55 | 53% |
| Returns for 1 year | 10.46 | -11.57 | -90% |
| Returns for 3 years | 14.59 | -27.91 | -52% |
| Returns for 5 years | 34.30 | -21.24 | -162% |
| Returns for 10 years | 73.51 | -16.07 | -457% |
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